Excel Power User Module 7: Introduction to PivotTables
The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.
This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.
Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.
- PivotTable basics
- Row fields
- Value fields
- Column fields
- Filter fields
- Updating data
- Groups and subtotals
- Value formats
- State the process to create a PivotTable report.
- Identify the four PivotTable report layout areas.
- State which type of PivotTable field will create report filters.
Accounting and financial professionals.
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.